Seabrooke Margaret

Welcome to the new website for Margaret Seabrooke, CFP, CPA, a full-service firm specializing in retirement planning, tax planning, and estate conservation. As a Financial Planner and a CPA, I recognize that while wealth can enhance your lifestyle, if not managed properly, it can also dramatically increase your tax liability. Just trying to stay current on changes in tax laws and available investment strategies can be daunting. As your personal financial professional, I will help you navigate through the financial maze and remove the mystery by designing a unique, integrated financial plan to pursue your goals.

Our Services

We offer a variety of services to help you manage your financial affairs effectively. These include retirement planning, tax planning, and estate conservation. Our expertise in these areas can help you maximize your benefits while minimizing your taxes. We also provide resources such as articles, calculators, and videos to educate you on various financial topics.

Preserving Your IRA

If you have an Individual Retirement Account (IRA), it's essential to manage it wisely to ensure your retirement goals are met. We can help you understand the benefits of preserving your IRA and how to make the most of it.

The Benefits of Roth IRAs

A Roth IRA is a great way to save for retirement while reducing your tax liability in the future. We can help you understand the benefits of converting to a Roth IRA and how it can fit into your overall financial plan.

Resources

In addition to our services, we offer a variety of resources to help you make informed financial decisions. These include calculators to help you determine whether to convert to a Roth IRA or estimate your required minimum distributions, news articles on various financial topics, and videos to provide additional insights.